Executive Assistant

Executive Assistant Overview

• The Executive Assistant will provide high-level administrative support to senior executives in a dynamic investment management firm.
• Coordinate complex travel arrangements, leveraging agency support, ensuring seamless logistics for multiple executives.
• Manage calendars, conferences, and meetings, ensuring optimal scheduling and preparation for all engagements.
• Track PTO and attendance for the team, maintaining accurate records of work locations and availability.
• Collaborate with executives and team members to foster a supportive and efficient work environment.
• Utilize Microsoft Office Suite and Concur for expense management and administrative tasks.
• Support the Chief Investment Officer and Managing Partners on acquisition and portfolio management initiatives.
• Contribute to a fast-paced environment, adapting to changing schedules and priorities effectively.

Executive Assistant Key Responsibilities & Duties

• Provide administrative support to executives, including scheduling, correspondence, and document preparation.
• Coordinate travel arrangements and itineraries, ensuring accuracy and efficiency for multiple executives.
• Organize and manage meetings, conferences, and events, including logistics and materials.
• Track and report team attendance, PTO, and work locations, maintaining accurate records.
• Prepare expense reports and manage reimbursements using Concur and other tools.
• Collaborate with team members to ensure smooth operations and effective communication.
• Support acquisition and portfolio management activities, providing administrative assistance.
• Adapt to a fast-paced environment, managing shifting priorities and schedules effectively.

Executive Assistant Job Requirements

• Bachelor’s degree preferred but not required; equivalent experience considered.
• 7-10 years of administrative experience, preferably in financial services, law, or consulting.
• Proficiency in Microsoft Office Suite and Concur expense management software.
• Strong organizational skills with the ability to manage multiple tasks and priorities.
• Experience coordinating travel arrangements and managing complex schedules.
• Collaborative mindset with excellent communication and interpersonal skills.
• Ability to thrive in a fast-paced, dynamic environment with changing priorities.
• Eligibility for overtime and bonus compensation as per role requirements.